The AI ​​capabilities of resource operators such as data and computing power in hand have attracted investors' attention

　　Driven by the ChatGPT upsurge, the layout of the three major domestic operators in terms of AI has attracted much attention, and their stock prices have ushered in a strong rise.

Among them, China Telecom has the largest increase. As of February 20, China Telecom's A shares have increased by 18.32% in the last four trading days.

　　China Telecom told the China Securities Journal reporter that the company is currently actively paying attention to the industrial version of ChatGPT, and already has the foundation for relevant technology research and development, and initially has the capabilities of article continuation, topic writing, synonymous sentence generation, multiple rounds of dialogue, and long text summarization.

China Mobile also stated that it has independently developed the "Jiutian" artificial intelligence platform to provide open AI services from infrastructure to core capabilities.

Accumulate AI technology to lay a solid foundation for computing power

　　The wave of AI large-scale models set off by ChatGPT is sweeping the domestic capital market. In the view of many investors, communication operators with resources such as data and computing power will also benefit from the development trend of AI large-scale models.

　　Investors' eager attention has been reflected in the share prices of the three major operators.

As of the close on February 20, the share price of China Telecom A shares rose 10.09% to 6 yuan per share, and the stock price of Hong Kong stocks rose 3.82% to HK$4.08 per share; the share price of China Mobile A shares rose 6.49% to 80.72 yuan per share, and the stock price of Hong Kong stocks rose 3.05 % at 59.1 Hong Kong dollars per share; China Unicom’s A-share stock price rose 7.52% to 5.29 yuan per share, and Hong Kong stock prices rose 3.44% to 6.01 Hong Kong dollars per share.

　　The relevant person in charge of China Telecom told the reporter that China Telecom keeps up with the academic frontier, and has comprehensively deployed large-scale model technology research and development and achieved phased results.

　　For example, China Telecom and Pujiang National Laboratory jointly released the industry's first large-scale model in the field of urban governance with a scale of one billion parameters at the 2022 Tianyi Digital Technology Ecological Conference. The training cycle and lower computing resources achieve the model effect of tens of billions of parameters, realize the goal of reproducible general model results, controllable cost, and practical application, and widely empower more than 50 actual downstream tasks, significantly reducing The threshold for the use of AI technology has been raised.

　　In the direction of large semantic models, China Telecom has also initially established data accumulation for vertical fields such as telecommunications and government affairs, training experience in large semantic models, and distillation capabilities for various downstream models; in the direction of large voice models, China Telecom has kept up with the progress of the industry, and Combined with the needs of the scene, we explored a set of low-resource ASR (automatic speech recognition technology) multi-dialect model algorithm capabilities based on pre-training models, supporting multiple high-concurrency toC products including communication assistants, smart outbound calls, digital human customer service, etc. The system has formed a solid industry delivery capability.

　　China Telecom has listed AIGC (using artificial intelligence technology to generate content) as a key research and development direction from mid-2022, aiming to launch more creative, more customized, more convenient and affordable service content in the field of intelligent customer service and video ring back tones business. Improve the content customization service quality of China Telecom.

Among them, in terms of the semantic generative model, China Telecom actively pays attention to the industrial version of ChatGPT, and already has the foundation for related technology research and development, and initially has the capabilities of article continuation, topic writing, synonymous sentence generation, multiple rounds of dialogue, and long text summarization. In building the end-to-end productization capability of the industrial version generative technology for the telecommunications field.

　　Computing support is indispensable for the training of large AI models.

Under the background of "East Counting and West Computing" and "Cloud Network Integration", the three major operators have vigorously built their own computing power infrastructure in the past few years.

　　China Mobile responded to investors saying that the company is currently fully exerting its "two new" strategies, that is, systematically building a new type of information infrastructure focusing on 5G, computing power networks, and capabilities in the middle of the platform, and innovatively building "connection + computing power + capabilities" New information service system.

At the same time, it also independently developed the "Jiutian" artificial intelligence platform to provide open AI services from infrastructure to core capabilities.

Therefore, in terms of computing power, data, cloud computing, AI and other underlying technical support, China Mobile has done a lot of work and has deep accumulation.

Continuously open ICT capabilities to release data value

　　The training of large AI models is inseparable from high-quality labeled data.

Based on the huge number of users, the three major operators have a large amount of all-round data such as user communication, social networking, Internet access, and location.

　　On February 20, the three major operators announced the latest monthly operating data. China Mobile announced that the total number of mobile business customers in January 2023 was 976 million, with a net increase of 503,000 in the month; the number of 5G package customers was 622 million.

China Unicom announced that in January 2023, the company's "big connection" users will be 873 million, the number of 5G package customers will be 216 million, and the number of IoT terminal connections will be 395 million.

China Telecom announced that the total number of mobile service users in January 2023 will be 392 million, with a net increase of 1.13 million that month, and the number of 5G package users will be 273 million, with a net increase of 5.03 million that month.

　　As the world's largest mobile operator, China Mobile stated that the company has been working on the value of big data for many years.

It is understood that China Mobile is currently starting from the overall ecological layout, promoting the transformation of the construction and operation of the data platform, and promoting the transformation of "big data internal and external ecology". Currently, the scale of the cluster has exceeded 48,000, and the daily data collection exceeds 5.5PB .

The network-wide coordinated operation of massive data enables China Mobile to accumulate rich experience in data processing and application.

　　China Mobile hopes to continue to open up its own ICT (information and communication technology) capabilities to form a data "central kitchen", using data as ingredients, algorithms as recipes, and tools as kitchen utensils to provide diversified services.

At present, China Mobile's big data is being used by 484 projects, and the number of users of products and services in the big data industry exceeds 3,500.